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NEW PATIENT MANAGMENT SOFTWARE

Software That Empowers Your Team to Seamlessly Manage New Patients From First Contact to Signed Contract.

One Platform to Streamline New Patient Engagement, Documents, Presentations, and Follow-Ups – Guiding Your Team Every Step of the Way.

 

Schedule a Demo

SmileSuite is the best investment I’ve made for my startup! It’s saved me so many headaches and it’s very convenient for all practices!” DR. HIMANK GUPTA - BROOKFIELD, BROOKFIELD, CT (9)

 

NEW PATIENT MANAGMENT SOFTWARE

Software That Empowers Your Team to Seamlessly Manage New Patients From First Contact to Signed Contract.

 

One Platform to Streamline New Patient Engagement, Documents, Presentations, and Follow-Ups – Guiding Your Team Every Step of the Way.

 

Schedule a Demo

Cope Orthodontics mibab orthodontics Maris List SmileMaker StarSmiles Ortho

New Patient & Lead Management Dashboard 

 

Equipping your team with a user-friendly yet powerful dashboard to ensure consistent follow-up with all new patients regardless of where they are in your pipeline.

 

Schedule a Demo

Pre-Consult Features
 
Prepare your patients and practice for success with tools designed to streamline onboarding and communication. 
 

Lead Outreach

Automated Engagement, No Leads Missed

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Instantly engage leads with automated text, email, and call follow-ups. Seamless API integration ensures no lead falls through the cracks, maximizing conversions.

Health History & Insurance Capture

Streamlined Information Gathering

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Securely collect patient health history and insurance details with a user-friendly digital interface to simplify intake. Streamline consultations and treatment planning while enhancing efficiency for both patients and your practice.

Pre-Consult Features

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Prepare your patients and practice for success with tools designed to streamline onboarding and communication. 

 

Lead Outreach

Automated Engagement, No Leads Missed

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Instantly engage leads with automated text, email, and call follow-ups. Seamless API integration ensures no lead falls through the cracks, maximizing conversions.

Health History & Insurance Capture

Streamlined Information Gathering

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Securely collect patient health history and insurance details with a user-friendly digital interface to simplify intake. Streamline consultations and treatment planning while enhancing efficiency for both patients and your practice.

 

During-Consult Features
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SmileSuite's intuitive tools streamline consultations with customizable fee schedules and real-time decision capture, enhancing efficiency, building trust, and ensuring a patient-focused experience.
 
Schedule a Demo
 
 

Documents on Demand

Secure, Paperless, and Simple to Use

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Effortlessly manage unlimited document uploads, request e-signatures anytime, and securely capture ACH or credit card information—all designed to streamline your practice's workflow.

Custom Fee Sliders

Tailored for Ease of Use, Designed for Patients

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SmileSuite payment sliders offer a sleek, patient-facing design. Clear visuals simplify fee discussions for patients and staff, with features like preloaded PPO fee schedules showcasing its versatility and effortless updates.

 

Documents on Demand

Secure, Paperless, and Simple to Use

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Effortlessly manage unlimited document uploads, request e-signatures anytime, and securely capture ACH or credit card information—all designed to streamline your practice's workflow.

Custom Fee Sliders

Tailored for Ease of Use, Designed for Patients

Copy of Untitled Design (22)-1

SmileSuite payment sliders offer a sleek, patient-facing design. Clear visuals simplify fee discussions for patients and staff, with features like preloaded PPO fee schedules showcasing its versatility and effortless updates.

 

 

During-Consult Features

Email Middle image (11)

 

SmileSuite's intuitive tools streamline consultations with customizable fee schedules and real-time decision capture, enhancing efficiency, building trust, and ensuring a patient-focused experience.

Learn more

 
 

 

Post-Consult Features
Ensure every patient feels supported and connected after their visit with SmileSuite’s comprehensive post-consultation tools.

Easy to Use Patient Portal

Streamline Case Presentations, Contracts, and Document Access

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Empower patients with a user-friendly portal that centralizes case presentations, contracts, and essential documents in one place. Streamline interactions, enhance professionalism, and save time with easy digital access for everyone.

Post-Consultation Follow-Up

Automated Engagement and Task Management 

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Ensure instant prospect engagement with automatic text and email follow-ups, supported by a task dashboard to keep your team organized. Seamless follow-up systems boost efficiency and conversion rates, turning leads into loyal patients effortlessly.

A Dashboard Your Team Will Love

Simplify Task Management with Real-Time Tracking

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Effortlessly manage tasks with a centralized dashboard your team will love, designed to keep everyone organized and efficient. Track, assign, and complete tasks in real time, making it simple to handle multiple priorities with ease.

 

Post-Consult Features

Ensure every patient feels supported and connected after their visit with SmileSuite’s comprehensive post-consultation tools. 

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Easy to Use Patient Portal

Streamline Case Presentations, Contracts, and Document Access

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Empower patients with a user-friendly portal that centralizes case presentations, contracts, and essential documents in one place. Streamline interactions, enhance professionalism, and save time with easy digital access for everyone.

Post-Consultation Follow-Up

Automated Engagement and Task Management 

Copy of Untitled Design (24)-1

Ensure instant prospect engagement with automatic text and email follow-ups, supported by a task dashboard to keep your team organized. Seamless follow-up systems boost efficiency and conversion rates, turning leads into loyal patients effortlessly.

A Dashboard Your Team Loves

Simplify Task Management with Real-Time Tracking

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Effortlessly manage tasks with a centralized dashboard your team will love, designed to keep everyone organized and efficient. Track, assign, and complete tasks in real time, making it simple to handle multiple priorities with ease.

 

Added Benefit of Working With SmileSuite Software

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Our Remote team is here when you need us most.

How SmileSuite's New Patient & Lead Management Dashboard Works

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Wondering if SmileSuite's New Patient and Lead Dashboard is right for your practice?
Schedule your thirty minute demo to find out.

Schedule a Demo

On-Demand Remote Support

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Need help with lead follow-ups, new patient calls, or insurance verifications? SmileSuite's US-based remote team is ready to step in at a moment’s notice, providing seamless and reliable support to keep your practice running smoothly. Whether it’s assisting your Treatment Coordinator or following up with non-committed prospects, we’ve got you covered.

On-Demand Remote Support

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Need help with lead follow-ups, new patient calls, or insurance verifications? SmileSuite's US-based remote team is ready to step in at a moment’s notice, providing seamless and reliable support to keep your practice running smoothly. Whether it’s assisting your Treatment Coordinator or following up with non-committed prospects, we’ve got you covered.

 

 

 

"Thank you for creating SmileSuite. It's such a no brainer. I only wish I'd signed up a long time ago!"

 

Dr. Alisa Madson

Orthodontist - St. Louis Park, MN

 

See why so many practices trust SmileSuite to manage their new patient pipeline.

Schedule a Demo

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"Thank you for creating SmileSuite. It's such a no brainer. I only wish I'd signed up a long time ago!"

 

Copy of Untitled Design (72)

 

Dr. Alisa Madson
Orthodontist -St. Louis Park, MN
 
See why so many practices trust SmileSuite to manage their new patient pipeline

Schedule a Demo

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